Largest Portfolios by Value
Filing on Jan 17, 2025
Q4 2024
Madrona Financial Services, LLC
- QQQ
- IVV
- FV
- SECT
- MSFT
- IVW
- COWZ
Filing on Feb 12, 2025
Q4 2024
Filing on Feb 07, 2025
Q4 2024
Wilson Asset Management (International) Pty LTD
- V
- INTU
- ICE
- TRU
- GOOG
- MSCI
- CME
Filing on Jan 30, 2025
Q4 2024
Filing on Jan 28, 2025
Q4 2024
Sanchez Wealth Management Group
- JHML
- IWF
- SPY
- IVV
- DGRW
- QQQ
- MTUM
Filing on Feb 10, 2025
Q4 2024
Ironsides Asset Advisors, LLC
- LOW
- SPY
- ITOT
- IEFA
- VOO
- VTI
- IJR
Filing on Jan 30, 2025
Q4 2024
Little House Capital LLC
- AAPL
- MSFT
- NVDA
- AMZN
- IWM
- SPY
- GOOGL
Filing on Feb 13, 2025
Q4 2024
Filing on Jan 03, 2024
Q4 2023
Paragon Wealth Strategies, LLC
- VOO
- DFIV
- DFAC
- IWF
- QQQ
- CALF
- DUHP
Filing on Jan 23, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Horiko Capital Management LLC
- META
- AMZN
- GOOGL
- AAPL
- MSFT
- MCK
- DHI
Filing on Feb 14, 2025
Q4 2024
Coastal Bridge Advisors, LLC
- BGB
- JEPI
- AAPL
- LGFA
- XOM
- DKNG
- LZ
Filing on Feb 04, 2025
Q4 2024
Summit Wealth Group, LLC
- VOO
- BND
- DFAC
- BNDX
- VEA
- MTUM
- VXF
Filing on Jan 29, 2025
Q4 2024
Filing on Jan 21, 2025
Q4 2024
High Net Worth Advisory Group LLC
- VOO
- AAPL
- NVDA
- VIG
- AGG
- VYM
- JEPI
Filing on Feb 12, 2025
Q4 2024
Filing on Feb 10, 2025
Q4 2024
Madison Wealth Partners, Inc
- DGRO
- IUSG
- IUSV
- ONEQ
- IVV
- IJH
- SCHB
Filing on Feb 12, 2025
Q4 2024
Guidance Point Advisors, LLC
- JPM
- IVV
- IVW
- IEFA
- IJR
- IJH
- IVE